Beyond the Basics with Form 990: Insights into Current-Year Changes & Best Practices for Not-for-Profit Organizations: Not-for-Profit Org. Conference
Available Until Monday, March 31, 2025
Online
1.40 Credits
Member Price $49.00
Non-Member Price $70.00
Overview
In this session, we aim to provide clarity and guidance on Form 990 nuances and other vital tax considerations for tax-exempt organizations. We will delve into the complexities of unrelated business income (UBI), which can have a profound effect on an organization's tax liability. Our discussion will also cover available tax credits an item previously unavailable to many organizations. Moreover, we'll address pertinent legal and IRS matters currently affecting tax-exempt entities, including the status of the Employee Retention Tax Credit (ERTC) and DAF regulations. Our goal is to empower your organization with up-to-date knowledge to navigate these issues effectively and maintain your commitment to compliance and best practice.
Designed For
Practitioners in public accounting firms with nonprofit clients, as well as CPAs in nonprofit organizations.
Leader(s):
Leader Bios
Mary-Evelyn Antonetti, Partner, Marcum LLP
Mary Antonetti is a partner in the Firm’s New Haven office, specializing in tax compliance and consulting services for not-for-profit and healthcare organizations. She has 30 years of public accounting experience with national and international firms. Her extensive experience includes for healthcare and other tax-exempt organizations and their for-profit affiliates, including higher education institutions, NGOs, hospital systems, title holding companies, Official Catholic Directory entities, and private foundations.
Mary’s skillset includes consulting on the implications of tax reform, unrelated business income, alternative investments, foreign reporting, joint venture transactions, Section 501(r) of the Internal Revenue Code, restructuring, application for exempt status, IRS audit support, community benefit reporting, Community Health Needs Assessments (CHNA), tax-exempt bonds, HHS Provider Relief Funds, CARES Act, and private inurement issues.
She also has experience providing middle-market companies with general tax compliance and planning services focused on corporate acquisitions, dispositions, and reorganizations of entity structure, including consolidated groups, S-Corporations, and multi-tiered partnerships with domestic and foreign operations. Prior to joining Marcum, Mary served as a director with a Big Four firm located in Hartford.
Non-Member Price $70.00
Member Price $49.00